FWG Investments, LLC.
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1944877
LEXINGTON, KY
Position in BAI
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$753,171
+$153,605 QoQ
Shares Held
22,858
+27.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $753,171 | 22,858 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $599,566 | 18,005 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $494,807 | 14,485 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $204,056 | 7,073 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||